Institutional Ownership Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS). We have compiled data on the 3,343 institutions that hold shares in the stock, with a total of 1.21 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
147
shares
|
$13,773
0.0% of portfolio
|
Q1 2024
Reduced 98.26%
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Aug 14, 2024 Q2 2024 |
142
shares
|
$13,305
0.02% of portfolio
|
Q2 2024
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
141
shares
|
$13,211
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cypress Capital Management LLC (Wy)
|
Aug 05, 2024 Q2 2024 |
137
shares
|
$12,836
0.01% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
Steph & CO
|
Jul 30, 2024 Q2 2024 |
136
shares
|
$12,743
0.01% of portfolio
|
Q2 2024
Added 8.8%
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 26, 2024 Q2 2024 |
136
shares
|
$12,743
0.01% of portfolio
|
Q1 2024
Added 13.33%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 17, 2024 Q2 2024 |
134
shares
|
$12,555
0.01% of portfolio
|
Q1 2024
Reduced 19.76%
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 08, 2024 Q2 2024 |
133
shares
|
$12,462
0.01% of portfolio
|
Q1 2024
Added 1230.0%
|
|
Kessler Investment Group, LLC
|
Jul 18, 2024 Q2 2024 |
127
shares
|
$11,899
0.01% of portfolio
|
Q2 2022
Reduced 63.29%
|
|
4 Thought Financial Group Inc.
|
Jul 29, 2024 Q2 2024 |
124
shares
|
$11,618
0.01% of portfolio
|
Q4 2023
New holding
|
|
Summer Road LLC
West Palm Beach, FL |
Aug 14, 2024 Q2 2024 |
124
shares
|
$11,618
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
123
shares
|
$11,525
0.01% of portfolio
|
Q4 2023
Reduced 4.65%
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
120
shares
|
$11,244
0.01% of portfolio
|
Q2 2024
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
116
shares
|
$10,869
0.01% of portfolio
|
Q2 2024
Added 1.75%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
115
shares
|
$10,775
0.01% of portfolio
|
Q4 2021
New holding
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
111
shares
|
$10,400
0.0% of portfolio
|
Q2 2024
Added 11.0%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
111
shares
|
$10,400
0.01% of portfolio
|
Q2 2024
Added 2120.0%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 10, 2024 Q2 2024 |
110
shares
|
$10,307
0.01% of portfolio
|
Q4 2023
New holding
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 26, 2024 Q2 2024 |
107
shares
|
$10,025
0.01% of portfolio
|
Q4 2023
Reduced 10.08%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
107
shares
|
$10,025
0.02% of portfolio
|
Q4 2023
Reduced 75.51%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
107
shares
|
$10,025
0.01% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
104
shares
|
$9,744
0.01% of portfolio
|
Q2 2024
Added 22.35%
|
|
Ifs Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
102
shares
|
$9,557
0.01% of portfolio
|
Q4 2021
New holding
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$9,370
0.01% of portfolio
|
Q4 2022
New holding
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
100
shares
|
$9,370
0.01% of portfolio
|
Q1 2024
Reduced 33.33%
|